Founder and Managing Principal of Integrated Advisory Services. Since 1989, has provided advisory services to high net worth families and business owners. Holds the CExP designation as a Certified Exit Planning Specialist.

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Has been a Principal with Integrated Advisory Services since 1999. Specializes in working with Business Owners providing strategic planning and benefit packages for employees.

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Since 1994, has served as Operations Manager. Helps provide servicing for all client relationships, striving to exceed their expectations.

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Co-founder of investment banking firm that completed M&A transactions valued in excess of $6.5 billion. Co-founder of Steelhead Capital, owner of a $65 million revenue commercial plumbing supply company (Murray Supply). Former...

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Principal at KSB Consulting, an executive search firm specializing in the financial services industry. Director, Business Development at United Communications Group, an electronic publishing firm based in Washington, DC.

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